+99.6%
DE vs MNDY
-76.8%
+176.5%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.0% | -2.3% | -0.4% |
| 7D | -2.6% | -4.6% | +2.1% | -2.3% |
| 30D | +9.0% | +1.0% | +8.0% | +8.8% |
| 3M | +19.1% | +9.1% | +10.0% | +18.2% |
| 6M | +14.4% | +14.2% | +0.2% | +12.7% |
| YTD | +45.9% | -41.1% | +87.1% | +49.9% |
| 1Y | +43.6% | -54.7% | +98.3% | +49.8% |
| 3Y | +75.9% | -50.6% | +126.4% | +78.4% |
| All | +99.6% | -76.8% | +176.5% | +96.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded MNDY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling